David M. Marks

 

Since 1994, David M. Marks has served as the Trustee of the Irrevocable Children’s Trust, Irrevocable Children’s Trust No.2 and Phoenix Business Trust where he oversees all trust investments, with responsibilities that begin pre-acquisition and extend through ownership and disposition. Mr. Marks has played a key role in all acquisitions and management of the Trusts’ portfolio of commercial real estate and operating companies and acts as key officer, director or manager for the Trusts’ operating subsidiaries.

Mr. Marks began his real estate career in the late 1980s while still an undergraduate, completing acquisition underwriting, portfolio analysis and abstracting complex anchor tenant leases on a national basis. In the early 1990s, Mr. Marks worked on national acquisitions, underwritings and financings, highlighted by assisting in the creation Wall Street’s first single-tenant, retail property-backed securitized financing, a CMBS transaction secured by a national portfolio of 43 Kmart retail and warehouse stores.

Mr. Marks has led or participated in real estate acquisitions, refinancings and dispositions ranging in size from single asset transactions under $1 million to portfolio transactions in excess of $170 million.

Mr. Marks and his wife Rachael are active supporters of various charitable organizations, with a specific focus on Jewish charities in Southeastern Wisconsin.

Mr. Marks received a B.S. in economics from the University of Wisconsin.

INVESTORS PLAN TO RENOVATE MOUNT MORRIS PRINTING PLANT

As reported in saukvalley.com written by Vinde Wells MOUNT MORRIS – A long-shuttered printing plant has new owners, an investment firm that plans to renovate the site and lease it to new tenants. Phoenix Mt. Morris LLC, an affiliate of Milwaukee-based Phoenix Investors, bought the former Quad/Graphics printing plant May 4 for $200,000, according to Ogle County property transfer documents filed Monday. The 644,000-square-foot site at 404 S. Wesley Ave. was owned by Mt. Morris Business Park LLC (no connection to the village) of Downey, California, ... Read More

2019-12-24T05:14:18+00:00May 16th, 2018|Anthony Crivello, Articles, David Marks, Frank Crivello|

PHOENIX INVESTORS ACQUIRES TWO ADDITIONAL PROPERTIES FROM INDUSTRIAL REALTY GROUP

As reported in prnewswire.com MILWAUKEE, May 8, 2018 /PRNewswire/ — Affiliates of Phoenix Investors (“Phoenix“), a national private commercial real estate firm headquartered in Milwaukee, Wisconsin, announced they acquired from affiliates of Industrial Realty Group (“IRG”) two industrial properties totaling approximately 1,100,000 square feet in Covington, Tennessee and Mount Morris, Illinois for $13,500,000. “Over the last three years we have acquired eight industrial properties across the United States from IRG resulting in win-win outcomes for both companies,” said Frank Crivello, Phoenix’s Founder and Chairman. “These properties ... Read More

2019-12-24T05:14:21+00:00May 8th, 2018|Articles, David Marks, Frank Crivello, Kurt Jensen|

FORMER QUAD/GRAPHICS PLANTS SOLD TO MILWAUKEE’S PHOENIX INVESTORS

As reported in bizjournals.com written by Sean Ryan Two former Quad/Graphics Inc. industrial facilities in Illinois and Tennessee sold to Milwaukee-based Phoenix Investors. An affiliate of the Milwaukee real estate investor bought the two buildings for $13.5 million from Industrial Realty Group. The two buildings have about 1.1 million square feet combined and were formerly occupied by Sussex printing company Quad/Graphics (NYSE: QUAD).  “Both buildings have good bones and feature high clear ceiling heights,” said Anthony Crivello, Phoenix executive vice president. “We intend on renovating ... Read More

2019-12-24T06:10:11+00:00May 8th, 2018|Articles, David Marks, Frank Crivello, Kurt Jensen|
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